Risk Analyst at Britam
Job Purpose:
The Risk Analyst is responsible for assisting the Risk
Manager in identifying, assessing, mitigating and reporting risks and control
gaps. The scope of work also includes enhancing the risk management culture
through awareness training, supporting business continuity tests and third
party risk assessments.
The Risk Analyst reports to the Risk Manager within the Risk & Compliance
Department and works closely with respective functional heads and risk
champions to implement risk management tools and close agreed action plans.
Key responsibilities:
Risk Identification and Assessment
- Conduct
comprehensive risk assessments (RCSA) for Shared Services processes,
including HR, Finance, Procurement, IT, Legal, ESG, and
Administration.
- Identify
emerging risks, update risk registers in line with the Group taxonomy, and
evaluate the design and effectiveness of controls to ensure compliance
with regulatory and operational standards; and to drive consistency in
risk assessment
methodologies across the Group.
Risk Monitoring and Reporting
- Monitor
Key Risk Indicators (KRIs) for Shared Services and escalate breaches
promptly.
- Prepare
monthly and quarterly risk reports for Management and Board Committees,
ensuring accurate and timely data capture in the GRC system and
maintaining dashboards that provide clear visibility of risk trends.
- Consolidate
risk insights across the Group for strategic decision-making.
Incident Management
- Capture
operational loss events and near misses in the GRC system, investigate
incidents to determine root causes, and track corrective actions to
closure.
- Prepare
incident trend analyses and reports for Management Risk Committees and
Board Risk Committees to provide a comprehensive view of risk exposure.
Business Continuity Management
- Champion
the Group’s BCM and Disaster Recovery (DR) program as a center of
excellence.
- Coordinate
the development and maintenance of Business Continuity Plans (BCP) and
Disaster Recovery (DR) strategies across the Group, ensuring alignment
with regulatory requirements and industry best practices.
- Organize
and document BCM and DR tests, track remediation of gaps identified during
testing, and ensure compliance with recovery time objectives (RTO) and
recovery point objectives (RPO); whilst ensuring technology dependencies
are
well-mapped in BCPs for all Shared Services. - Provide
training and awareness sessions to embed a resilience culture across the
Group.
Policy and Procedure Governance
- Administer
Policy Hub for Shared Services policies, ensure timely reviews, retire
outdated documents, and support policy risk reviews and compliance checks.
- Drive
consistency in policy governance across all entities to maintain
Group-wide
standards.
Third-Party Risk Management
- Establish
and lead the Group-wide Third-Party Risk Management framework as a center
of excellence.
- Develop
policies, standards, and tools for vendor risk assessment, onboarding,
and
ongoing monitoring. - Coordinate
risk reviews for critical suppliers across all business units, ensuring
compliance with contractual and regulatory requirements.
- Track
remediation of identified vendor risks and maintain accurate records to
ensure compliance with Group standards.
- Provide
training and guidance to business units on third-party risk practices and
report consolidated vendor risk metrics to Management and Board
Committees.
Technology Risk Management
- Support
assessment of technology risks across Shared Services, including system
availability, data integrity, access management, and IT change processes.
- Monitor
key technology risk indicators, track and report breaches, and follow up
remediation actions.
- Log
and investigate technology-related incidents and outages, conduct root
cause analysis, and track corrective actions to closure.
- Conduct
third-party technology risk reviews for critical ICT vendors and track
closure of identified risks.
- Promote
technology risk awareness and good cyber hygiene practices across Shared
Services.
Risk Culture and Awareness
- Drive
risk awareness within Shared Services by conducting training sessions,
supporting risk culture initiatives, and promoting adherence to ERM
processes and controls.
General Support
- Provide
data and documentation for internal audits, regulatory inspections, and
external reviews.
- Act as
a functional administrator for ERM systems related to Shared Services and
perform any other duties as assigned to support ERM objectives and Group
Risk strategy.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in Finance, Business Administration or a related field is required.
- Professional
certifications in Risk Management.
- At
least 3 years’ experience in enterprise, operational, or technology risk
within a high‑performing insurance or financial services environment.
- Working
knowledge of ICT controls, Cyber Risk concepts & Business Continuity /
Disaster Recovery is an added advantage.
Business Operations Assistant at Britam
Business Operations Assistant – (2600000T)
Job Purpose:
To support the accurate, timely, and compliant execution of
client investment transactions across retail products in line with agreed SLAs.
The role provides operational support in transaction processing,
reconciliations, data maintenance, suspense management and reporting, while
developing capability in risk control, stakeholder coordination, and continuous
process improvement.
Key responsibilities:
- Assist
in processing client transactions including subscriptions, redemptions,
switches, and transfers in accordance with internal policies, procedures,
and SLA timelines.
- Support
daily reconciliations of client cash and units, escalating exceptions for
timely resolution.
- Capture,
update, and maintain accurate client data across operational systems and
records.
- Support
monitoring of suspense accounts, assisting with allocations and ageing
follow-ups.
- Assist
in preparing routine operational reports for internal review and
regulatory support.
- Liaise
with internal teams (client service, finance, fund management) to support
resolution of operational queries.
- Adherent
to operational controls, risk management procedures, and compliance
requirements.
- Participate
in process reviews, system testing, and automation initiatives as
assigned.
- Maintain
proper documentation, filing, and audit trails for all processed
transactions.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in finance, Accounting, Economics, Business Administration, or a
related field.
- 0–1
year experience in banking, asset management, financial services, or an
operations environment (internship or attachment acceptable).
- Progress
toward a professional qualification (CFA, CPA) is an added advantage.
- Basic
understanding of investment products, operational processes, and
regulatory requirements, with willingness to learn.
Business Operations Officer at Britam
Business Operations Officer
Job Purpose:
To ensure accurate, timely, and compliant execution of
client investment transactions across all products in line with agreed SLAs.
The role supports operational integrity through reconciliations, suspense
management, and effective stakeholder coordination. It also contributes to risk
mitigation, reporting, and continuous improvement of operational processes and
automation initiatives.
Key responsibilities:
- Process
client transactions including subscriptions, redemptions, switches, and
transfers in line with internal policies and SLA timelines.
- Perform
daily reconciliations of client cash and units, ensuring timely exception
resolution.
- Maintain
updated and accurate client data across operational systems.
- Monitor
and manage suspense accounts, ensuring timely allocation and ageing
controls.
- Prepare
operational reports for internal stakeholders and regulatory requirements.
- Liaise
with custodians, banks, fund management, finance, and client-facing teams
to resolve operational
queries. - Identify
operational risks and contribute to process and automation improvements.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in finance, Accounting, Economics, Business Administration, or a
related field.
- Minimum
of 1–2 years’ experience in banking, asset management, financial
operations, or a similar environment.
- Professional
certification (CIS, CFA, CPA or progress towards the same) will be an
added advantage.
- Strong
analytical and numerical skills with high attention to detail.
- Good
understanding of investment products, operational processes, and industry
regulations.
Senior Legal Associate at Britam
Job Purpose:
This role will provide Legal support to the Centralized
segment by formulating and implementing policies and procedures to ensure the
business remains fully compliant with all Laws and Regulations
Key responsibilities:
- Advise
division on all matters touching on the law.
- Review
newly instituted matters and advise management.
- Research
and interpret regulatory requirements of new products and/or
services.
- Assist
with handling more complex Insurance regulatory compliance issues.
- Keep
current on national requirements regarding legal and communicate issues
and new statutory developments to executive team.
- Prepare
agreement for appointment of advocates.
- Receive
final ruling and ensures it is captured.
- Negotiating
out of court settlements with a view of saving costs.
- Processing
payment of legal fees and judgments.
- Ensure
safe custody of suit papers, company records, contracts, trademarks, files
and ensure confidentiality and privacy of all legal data of the
business.
- Provide
high quality legal opinions and legal advise to the division on all legal
matters related to its activities and mandate premised on a platform that
is well researched, reasoned and timely to enable effective
management of legal risks.
- Advising
management on the interpretation, impact and effect of the relevant laws
and general conditions affecting their various areas of operation.
- Providing
strategic legal advice, including advice on business and product
development.
- Respond
to demand letters and making best efforts to sort out disputes before they
are referred to a court of law.
- Liaise
with external lawyers on conduct of court matters.
- Ensure
compliance and up to date records of all the SPV’s, LLP’s and Trademarks
within the segment.
- Manage
Legal documents and records and facilitate execution of legal documents in
line with the Contract Management Policy.
- Provide
Legal Advisory on other requested/assigned matters through the provision
of Legal Opinions, Presentations and participation in internal/external
meetings.
- Liaise
with company staff on required documentation, witnesses etc. with respect
to matters in court.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in Law.
- Diploma
in Law.
- An
advocate of the High Court of Kenya holding a valid practicing certificate
with at least 3 years post admission experience.
- 3-6
years of relevant experience in the commercial department of a busy law
firm or legal corporate environment.
Legal Manager at Britam
Job Purpose:
The Legal Manager will support the Legal Leadership team in
providing proactive, commercially focused legal advisory services while
ensuring effective management of legal, regulatory, and contractual risks
across the General Insurance, Partnerships & Digital, and Britam
Microinsurance business units. The role is responsible for safeguarding the
organization’s interests by ensuring compliance with applicable laws,
strengthening contractual governance, and supporting business growth through
sound legal guidance.
Key responsibilities:
- Provide
timely and practical legal counsel to the assigned business segments to
support strategic and operational objectives.
- Identify,
assess, and mitigate legal risks arising from business activities in
collaboration with business leaders.
- Ensure
that all business activities comply with applicable laws, regulations, and
internal policies.
- Undertake
legal reviews and provide guidance on key policies, procedures, and
governance frameworks.
- Review
all contracts and related documentation to evaluate legal implications and
escalate critical risks to senior management.
- Draft,
review, and negotiate contractual instruments to support partnerships,
digital initiatives, insurance operations, and microinsurance programs.
- Strengthen
contract management practices to enhance compliance and reduce exposure to
legal risk.
- Monitor
the progress of outstanding litigation and manage relationships with
external counsel.
- Review
ongoing cases and advise management on exposure, strategy, and potential
outcomes.
- Oversee
legal obligations and recommend appropriate actions where risks are
identified.
- Monitor
legal fees and expenses from external advisors and recommend
cost-effective approaches.
- Liaise
with internal departments to ensure appropriate action is taken where
legal risks have been identified.
- Provide
and interpret legal information for business teams and conduct training to
promote awareness of legal and regulatory requirements.
- Support
business teams in structuring transactions and partnerships in a legally
sound manner.
- Conduct
legal research and investigations and develop well-reasoned oral and
written advice for management.
- Present
legal recommendations that balance risk with commercial opportunity.
- Perform
any other duties as may be assigned from time to time.
- Delegated
Authority; As per the approved delegated authority matrix
Knowledge, experience and qualifications required:
- Bachelor
of Laws (LL.B) degree.
- Postgraduate
Diploma from the Kenya School of Law (KSL).
- Advocate
of the High Court of Kenya with a valid practicing certificate
- 7–10
years of progressive legal experience in a busy, fast-paced organization,
preferably within financial services or insurance.
- Demonstrated
experience in contract negotiation, litigation management, and legal
advisory.
- Exposure
to microinsurance frameworks will be an added advantage
Assistant Legal Claims Officer at Britam
Job Purpose:
Reporting to the Legal Specialist.
Key responsibilities:
- Review
documents and pertinent requirements regarding an insurance claim.
- Ensure
that the insurance claim made by the claimant is complete in form and
complies with the documentary requirements of an insurance claim.
- Advice
customers regarding basic matters about their insurance coverage in
relation to the insurance claim.
- Respond
to both internal and external claims inquiries concerning benefits, claims
processes, service providers, and the filing/completion of proper forms.
- Record
all claims transactions including appointment of advocates, doctors and
investigators.
- Ensure
that matters allocated are constantly tracked and updated in the
registers.
- Update
legal claims registers for claims meetings and update the various claims
reports
- Track
and follow up on appeal deposits.
- Assist
in giving advice on legal issues, compile comprehensive file notes both in
the event of judgments and out of court matters.
- Assist
in the review of reserves as per the reserving guidelines.
- Assist
in managing external Advocates on Britam Panel of Advocates through
pro-active interaction and correspondences.
- Review
advocates legal costs to ensure that the same are within the SLA and
Advocates Remuneration Order.
- Review
status updates as received by advocates in an effort to keep abreast with
all ongoing briefs and advice maintain adequate reserves based on the
established reserving guidelines. and documentation received from the
panel advocates.
- Process
payments to insured’s and service providers.
- Assist
on Third party recoveries when called upon to do so.
Knowledge, experience and qualifications required:
- Bachelor’s
of degree in LAW LLB and PDG from KSL.
- Obtain
the relevant CLE points in every given year.
- 0-4
years’ experience in insurance claims processing.
- Knowledge
and experience in the insurance sector and added advantage.
ESG & Sustainability Specialist at Britam
This role offers hands-on exposure to Group-level ESG
strategy, reporting, and risk management within a leading financial services
organization, with opportunities to work closely with senior stakeholders and
develop deep expertise in sustainability frameworks and ESG practices.
Job Purpose:
The ESG Specialist plays a critical role in embedding
sustainability into Britam’s strategy, operations, and culture. The role
supports the development, execution, and continuous enhancement of the Group’s
Environmental, Social and Governance (ESG) agenda, ensuring alignment with
corporate strategy, stakeholder expectations, global standards, and regulatory
requirements.
The Specialist will work cross functionally to assess ESG
risks and opportunities, strengthen ESG performance, and drive transparent
reporting and disclosure. The role also contributes to Britam Foundation
initiatives that reinforce the Group’s sustainability commitments.
Key responsibilities:
- ESG
Strategy & Integration
- Support
the development, refinement, and implementation of the Group wide ESG
strategy aligned with the corporate strategy.
- Champion
the mainstreaming of sustainability across business units, enabling
decision making grounded in ESG principles.
- Collaborate
with Risk, Compliance, Company Secretariat, and other units to ensure
adherence to the Group’s Environmental & Social Management System
(ESMS).
- ESG
Governance, Risk Management & Compliance
- Support
the establishment and maintenance of structures to identify, assess, and
monitor ESG risks and opportunities across the Group.
- Track
emerging ESG regulations, trends, investor expectations, and global
frameworks, translating insights into relevant internal actions.
- Support
external ESG assurance processes and the implementation of corrective
actions.
- ESG
Reporting & Disclosure
- Coordinate
the preparation of the annual Sustainability Report, ensuring alignment
with international frameworks (GRI, TCFD, IFC Performance Standards, PRI,
etc.).
- Support
preparation of investor facing ESG materials, including presentations,
disclosures, and briefings.
- Drive
accurate, timely, and auditable ESG data collection and reporting across
the business.
- Stakeholder
Engagement
- Represent
the Group where required, in ESG and sustainability platforms (UN
affiliated forums, industry associations, regulatory discussions).
- Support
internal ESG engagement activities including awareness, training, and
capability building.
- Contribute
to stakeholder mapping and engagement for sustainability initiatives and
disclosures.
- ESG
& Sustainability Program Execution
- Support
delivery of sustainability initiatives related to climate action,
responsible investing, environmental performance, social impact, and
governance enhancements.
- Identify
ESG related improvement opportunities using benchmarking, industry
research, and internal assessments.
- Contribute
to the execution of Britam Foundation programs that support the Group’s
sustainability priorities.
- Environmental
performance outcomes & Data Management: Collect, validate, and track
operational sustainability metrics (e.g., energy use, water consumption,
waste generation, recycling rates, and GHG emissions), maintain
dashboards, and provide insights to drive improvement actions.
- Green
Workplace Practices: Coordinate practical resource efficiency initiatives
across offices (e.g., paper light processes, recycling and e waste
programs, responsible business travel, and energy saving measures) and
monitor outcomes.
- Sustainable
Procurement Support: Work with Procurement to embed sustainability
criteria in sourcing, assist with supplier ESG due diligence and periodic
assessments, and follow up on supplier improvement plans.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in Environmental Science, Sustainability, Business, Economics, or a
related field.
- Training
or professional qualifications in ESG, ESMS, sustainability reporting,
environmental management, climate risk or similar fields (GRI
certification is an added advantage).
- 4+
years’ experience in ESG, sustainability, environmental management,
responsible investing, EHS, or related fields within financial services or
a multinational entity.
- Experience
working with ESG frameworks such as GRI Standards, TCFD, IFC Performance
Standards, PRI, SDGs, etc.
- Strong
knowledge of ESG reporting standards and data requirements.
- Ability
to analyse ESG metrics, identify trends, and generate insights.
- Understanding
of environmental and social risk assessment.
- Familiarity
with responsible investment principles and sustainable finance.
Talent & Capability Associate at Britam
Talent & Capability Associate (6 months Fixed Term
Contract)
Job Purpose:
The Talent & Capability Associate (6 months Fixed term
contract) will support HR Operations in Talent Acquisition, Onboarding,
Performance management and Learning & development across the organization.
He/She will deliver exceptional employee experience, ensuring efficiency while
ensuring adherence to set policies, procedures and guidelines.
Key Responsibilities:
Recruitment and Selection:
- Assist
in attracting and evaluating candidates from a diverse pool of recent
graduates and experienced professionals.
- Support
the recruitment process by helping with job postings, shortlisting
candidates, and coordinating interview schedules.
- Respond
to inquiries from prospective applicants promptly and professionally to
ensure a positive candidate experience.
- Build
relationships with candidates throughout the selection process by
providing timely updates and communication.
- Learn
to utilize recruitment technology systems (e.g., Taleo) to track candidate
applications and statuses.
- Collaborate
with HR Business Partners (HRBPs) to assist in interview coordination and
candidate communication.
Onboarding:
- Assist
in implementing onboarding processes for new hires to ensure a smooth
transition.
- Welcome
newly hired employees and help manage their onboarding experience.
- Prepare
and send communications regarding new staff announcements to the business.
- Schedule
and coordinate onboarding presentations by liaising with various
departments.
- Serve
as a point of contact for hiring managers and new employees during the
onboarding process.
- Gather
feedback on the onboarding experience using surveys to identify areas for
improvement.
Performance Management:
- Support
the performance review process by tracking timelines for quarterly,
mid-year, and end-year evaluations.
- Provide
updates on the status of quarterly appraisals and ensure that all staff
KPIs and job descriptions are discussed with new joiners.
- Follow
up on probation periods and confirmation processes for new hires to ensure
timely completion.
Learning & Development
- Assist
the Learning Lead and the Head of Talent and Capability in various
learning and development initiatives.
- Support
the implementation of the Annual Training Calendar and monthly learning
schedules.
- Promote
a learning culture by championing existing learning platforms, such as
LinkedIn Learning.
- Help
organize and coordinate ongoing L&D activities at the group level and
in different operational countries.
- Prepare
and present basic reports on training metrics and effectiveness as needed.
- Utilize
L&D data to identify training needs and recommend solutions to enhance
development programs.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in Human Resources or a related field.
- Diploma
in HRM and/or Certification in CHRP is an added advantage.
- 1-2
years’ experience in generalist human resources management.
- Excellent
interpersonal and communication skills.
- Able
to work effectively in a multicultural environment.
- Attention
to detail, organized, and has the ability to prioritize skills.
- Skills
in database management and analytics.
- Ability
to work in a fast-paced environment and handle a high volume of requests
in an effective and timely manner.
- Proficiency
in advanced excel.
Primary Location: Kenya-Nairobi-Nairobi
Organization: Britam
Job Type: Contractual
Shift: Day Job
Contract Type: Full-time
Job Posting: 13-02-2026
Unposting Date: 18-02-2026
Number of Openings: 2
Assistant Claims Officer at Britam
Job Purpose:
Control and managing of the policy cycle through
pre-authorization and case management, to ensure quality and cost effective
care.
Key responsibilities:
- Ensure
all received claims are vetted and released to finance on time (Credit and
reimbursement claims).
- Set
the appropriate parameters for each admission and claims for IP and OP
(claim reserve, initial authorized cost and duration).
- Interact
with clients and service providers to ensure that the care is given within
policy guidelines.
- Review
medical reports and claims for compliance with set guidelines.
- Liaise
with underwriters on scope of cover for the various schemes.
- Poly-Pharmacy
– discourage poly-pharmacy by diligent challenging of prescriptions and
suggesting better alternatives.
- Generic
substitution – Encourage use of generics where indicated as a method of
reducing the organizations pharmaceutical expenditure.
- Prepare
periodic reports for management on medical claims.
- Ensure
claims are processed within the stipulated time.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
Key Performance Measures:
As described in your Personal Score Card.
Knowledge, experience and qualifications required
- Diploma/Degree
in Nursing or Diploma in clinical medicine or Diploma in Pharmacy.
- Moderate
understanding of insurance concepts.
- Professional
qualification in FLMI, ACII and IIK.
- 5-8
years’ experience in case management two of which should be in a
supervisory position.
Primary Location: Kenya, Nairobi
Organization: Britam
Job Type: Contractual
Shift: Day Job
Contract Type : Full-time
Job Posting: 09-02-2026
Unposting Date: 11-02-2026
Forensics Manager at Britam
Forensics Manager
Job Purpose:
This role will be responsible for leading, directing and
managing the Forensic officers in fraud prevention, detection and investigation
across Britam and its subsidiaries and will ensure that solutions are
proportionate and fit with business objectives.
The role will manage all investigation of cases end to end
by ensuring that all the investigative / operating methodologies are adhered to
in accordance with the required standards and meet the organization’s needs in
terms of addressing the risk appropriately.
Key responsibilities:
- Develop
a fraud risk management program and standards for fraud monitoring,
detection, case management, investigating and reporting.
- Responsible
for the overall coordination of the fraud risk management program
(strategy/policy development, strategy/loss analytics, and Investigations,
collaboration with Businesses, Operations and Legal/Compliance on
execution of strategies/policies).
- Manage,
lead and develop the Forensics team.
- Provide
subject matter expertise on Fraud Risk Management, drawing on financial
intelligence and law enforcement networks, professional qualifications and
experience.
- Work
closely with line and business managers to understand the business,
identify key issues and promote pertinent solutions.
- Assess
the fraud risks faced by Britam and its subsidiaries through the
implementation of a fraud risk assessment and prevention process and
ensure that an appropriate action plan is in place to address control
weaknesses and mitigate fraud risk.
- Coordinate
and lead fraud investigations to ensure appropriate and timely responses
to fraud incidents and longer term remediation efforts implemented to
reduce likelihood and impact.
- Ensure
that significant fraud investigations are concluded internally and
externally where relevant.
- Issue
investigation reports, make recommendations and advise senior management
on appropriate action to be taken based on the outcome of
investigations and investigation report findings.
- Ensure
that appropriate fraud management controls (prevention, detection,
recovery, deterrence) and monitoring processes are in place for
existing products/services.
- Monitor
fraud trends and the productivity / performance of the Forensics
department to optimize fraud analyst and system performance based on
appropriate indicators and risk based strategy.
- Take a
leading role in the selection of systems and tools used for fraud risk
management, ensuring that regulatory and Britam requirements and
standards are met.
- Review
and recommend (from fraud-risk perspective) all significant new products,
new channels, credit changes and other significant high-risk
(new/changed) processes (such as activation, PIN processes, card
delivery, verification strategies and outsourcing of credit processes) to
assess fraud risk.
- Initiate
proactive measures/strategies to curb fraud and identify rising trends to
execute timely corrective action plan.
- Develop
strategies to counter different fraud types and take timely and
appropriate response within detection process to mitigate the fraud risk
exposure.
- Provide
second line oversight of controls put in place in the business areas of
the Britam and its subsidiaries that are relevant to fraud and misconduct.
- Manage
the escalation of significant fraud and/ or misconduct incidents with the
Britam’s stakeholders and external parties as appropriate.
- Maintain
acceptable fraud rates considering the risks, rewards, expense and
operating environment and cultivate fraud awareness across the Group.
- Report
to the relevant authorities where appropriate.
- Accountable
for fraud case management data and assurance and for escalating
significant issues to senior management.
- Develop
efficiencies in establishing contacts with customers when suspicious
fraudulent activities are identified through internal controls or
detection systems/ methodologies to determine if the activities are
fraudulent.
- Embed
Investigative Policies, Procedures, Standards and Guidelines for
Investigation Management.
- Embed
fraud prevention/detection processes and procedures, including systems to
manage fraud losses within the given budget & Implementation of
Fraud Strategy.
- Develop
staff training programs that build Fraud Risk awareness within the Group.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in finance, Accounting or a related field.
- MBA is
an added advantage.
- Professional
qualification e.g. CFE, CPA(K), ACCA, CISA. CFA, Digital Forensics or
equivalent.
- 5-8
years’ experience in a similar position; 2-3 of which should be in a
managerial/supervisory capacity in a busy environment.
Skills & Competencies:
- Investigative
Expertise. Strong in forensic methodology, evidence handling,
interviewing, and case closure.
- Fraud
Risk Management. Ability to assess fraud risks, design controls, and
implement mitigation strategies.
- Digital
& Financial Forensics. Skilled in analysing digital evidence,
financial transactions, and data anomalies.
- Regulatory
Knowledge. Understanding of insurance, AML, data protection, and
investigations standards (ISO/TS 37008:2023).
- Case
Management & Reporting. Ability to manage caseloads and produce clear,
defensible investigation reports.
- Stakeholder
Influence. Engages effectively with business leaders, regulators, legal
teams, and law enforcement.
- Ethical
Judgment. High integrity, confidentiality, independence, and sound
decision-making.
- Crisis
Management. Ability to respond quickly to major fraud incidents and manage
escalations.
- Fraud
Technology & Analytics. Familiarity with fraud systems, data analytics
tools, and detection rules.
- Training
Capability. Able to deliver fraud awareness and prevention training.
- Litigation
Support. Experience preparing evidence for hearings, disciplinary
processes, and legal proceedings.
Relationship Executive at Britam
Job Purpose:
The Relationship Executive serves as a vital link between
clients and the Health Business, dedicated to fostering strong relationships by
delivering exceptional service and support. This role involves understanding
client needs, addressing inquiries, and resolving issues to ensure a seamless
experience with policy management. By collaborating with internal teams and
engaging with onboarded schemes, the Relationship Executive aims to enhance
client satisfaction, drive retention, and contribute to the overall growth of
the Business.
Key Responsibilities:
- Client
Relationship Management: Establish and maintain strong
relationships with key accounts, acting as a point of contact to
understand their unique needs, anticipate potential challenges, and
proactively address them to ensure retention and satisfaction.
- Retention
Strategy Execution: Collaborate with cross-functional teams to
design and implement strategies specifically aimed at retaining high-value
clients and reducing churn within the portfolio. Driving policy renewals,
supporting organic growth, and assisting the Business Development team in
onboarding new clients.
- Data-Driven
Decision Making: Conduct regular reviews of client performance
data, including claims, usage patterns, and customer feedback, to inform
strategic adjustments and identify opportunities for targeted retention
initiatives.
- Risk
Assessment and Mitigation: Work closely with underwriting
to assess the risk profiles of clients, recommend adjustments to premium
levels, and adjust coverage based on client history and renewal
discussions to ensure the Net Loss Ratio remains within set targets.
Member Education and Client Engagement
- Member
Education: implement educational programs aimed at enhancing
members’ understanding of their health insurance benefits, claims
processes, and wellness initiatives. This can include webinars,
informative newsletters, and easy-to-understand guides.
- Health
Talks and Workshops: Work in liaison with the Wellness team to
offer regular health talks and workshops, featuring experts who can
educate members on preventive care, wellness, and managing chronic
conditions.
- Scheme
Review Meetings: Conduct regular scheme review meetings with
clients to discuss policy performance, claims trends, and potential
adjustments. This provides transparency and allows clients to give
feedback, strengthening their relationship with the company.
- Client
Engagement Events: Host client engagement events such as business
lunches, roundtable discussions, and appreciation dinners to build
stronger connections, encourage open communication, and demonstrate
appreciation for their continued partnership.
- Collaborative
CSR Initiatives: Partner with clients on Corporate Social
Responsibility (CSR) activities, such as health drives or charity events
to help build goodwill, enhances brand reputation, and strengthens client
relationships.
- Wellness
Camps and Health Screenings: Organize wellness camps, health
screening sessions, and vaccination drives to promote preventive
healthcare among insured members. These events serve as an added value to
clients, showing commitment to their well-being.
- Cross-Selling
and Upselling Opportunities: Identify and act on opportunities to
introduce clients to additional products or services that meet their
needs, thereby supporting revenue growth and deepening client
relationships.
- Performance
Metrics and Reporting: Track and report on retention-related
KPIs, providing insights into client behavior, portfolio performance, and
areas for improvement to upper management on a quarterly basis.
- Quality
Assurance in Service Delivery: Regularly review the quality and
consistency of client communications and services to ensure alignment with
company standards and client expectations.
- Risk
Communication to Clients: Provide clients with insights on
potential claim risks based on data analytics, ensuring they understand
and engage uptake recommended loss mitigation measures
- Policy
Renewal Optimization: Implement renewal strategies, including
early outreach to clients and negotiation of terms, to ensure high
retention rates and client satisfaction. This includes discussions on
policy performance, feedback collection, and negotiations to resolve any
concerns well in advance
- Incentive
Programs for Long-Term Clients: Implement incentive programs that
reward long-term clients with loyalty benefits, discounts, or exclusive
services, encouraging them to continue renewing their policies.
- Premium
Collection and Payment Management
- Timely
Processing of Additions and Deletions: Ensure that all client
requests for member additions and deletions are processed accurately and
promptly.
- Prompt
Issuance of Debit and Credit Notes: In liaison with the
Onboarding team ensure generate and dispatch debit and credit notes
without delay, this should be up-to-date and accurate.
- Payment
Reminders and Follow-ups: Implement a structured process for
sending regular payment reminders to clients, including early
notifications, due date alerts, and follow-up communications. This
encourages timely payments and reduces the risk of overdue accounts.
- Demand
Notices for Unresponsive Payers: Issue demand notices to clients
who remain unresponsive to reminders, ensuring that outstanding payments
are addressed promptly.
- Collaboration
with Finance and Account Management: Work closely with the
finance team to track payment status, receipt premiums reconcile accounts
and address any discrepancies or disputes.
- Payment
Plan Arrangements: Where necessary, negotiate payment plans with
clients facing financial difficulties to support continued coverage while
ensuring the company receives outstanding premiums within an agreed
timeframe.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in business (insurance option preferred)
- Professional
qualification in Insurance (ACII, FLMI or IIK)
- 3-5
years’ experience in Client Retention
Technical/ Functional competencies:
- Knowledge
of insurance regulatory requirements
- Knowledge
of insurance industry and products
- Data
Analysis and Interpretation
- Communication
and Presentation Skills
- Negotiation
and Persuasion
Investment Analyst at Britam
Investment Analyst
Job Purpose:
Undertaking research across asset classes to inform
investment decisions.
Key responsibilities:
- Create
financial models to determine fundamental value of prospective listed and
unlisted investment opportunities and recommend investment decisions.
- Conducting
market research across industries and collect, tabulate and synthesize
available market information to support research that will optimize the
returns of client funds.
- Perform
credit analysis of various debt security issuers and giving fixed income
investment recommendations.
- Derive
capital market expectations for various asset classes and present
recommendations based on Macro Economic research at Investment Committee
and Investment strategy meetings.
- Present
and support proposed changes in investment targets at security selection
meetings, based on intrinsic value derived from financial modelling.
- Support
the fund management team in developing, launching and distributing new
products and enhancing existing products.
- Prepare
and present investment reports to internal and external clients.
- Support
Britam Group Investment teams in the region through top-down investment
research.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in Commerce, Economics, Statistics or related field.
- At
least 2 years’ experience in a similar position.
- Significant
progress in a recognized professional investment certification such as CFA
or ICIFA.
Actuarial & Product Development Specialist (2 Posts) at Britam
Job Purpose:
The Actuarial & Product Development Specialists will be
critical for the delivery of the Actuarial and Product Development mandate
across their respective Lines of Business and will support both Kenya and
relevant regional entities.
Key Responsibilities:
1. Product Ideation, Market Research & Innovation
- Generate,
develop and communicate new product ideas for the assigned Line of
Business (GI / Life, including Micro Insurance where applicable). - Conduct
market research on customer needs, competitor offerings, pricing and
emerging
trends. - Work
with Innovation and other teams to convert data and market insights
into
profitable product concepts.
2. Product Design, Pricing & Risk Management
- Design
new and repackaged products, ensuring commercial viability and alignment
with
Britam’s risk appetite and strategic objectives. - Determine
technical premiums and product structures for new and existing products.
- Identify
and analyze key product risks and recommend appropriate risk
mitigation
measures (e.g. underwriting rules, benefit limits, terms and conditions).
3. System, Process & Operational Readiness
- Drive
the operationalization of new products and product changes in core systems
and
digital platforms (e.g. Britam Connect, NILAS and other GI/Life systems). - Ensure
end-to-end processes are in place for the complete product administration
cycle
(quotation, onboarding, servicing, claims, and for Life: lapses, surrenders, maturities,
etc.). - Work
with Operations, IT and Customer Service to ensure smooth product rollout
and
ongoing stability.
4. Product Approvals & Compliance
- Lead
and coordinate the internal product approval process, including sign-offs
from
relevant functions. - Manage
engagements with the Insurance Regulatory Authority (IRA) and other
regulators or government bodies where relevant (Kenya and, where applicable,
Uganda/Regional markets). - Partner
with Legal, Risk and Compliance to ensure products meet all regulatory
and
internal policy requirements.
5. Product Documentation, Training & Go-to-Market
Support
- Develop
and continually review product documentation, including technical
specifications, training manuals and underwriting guides. - Support
the development of marketing materials and product content for
brochures,
digital channels and sales tools. - Provide
product training and ongoing technical support to Distribution,
Customer
Service, Policy Maintenance and other stakeholder teams.
6. Portfolio Performance, Monitoring & Enhancements
- Support
monitoring of product performance and experience, working closely
with
actuarial reporting and business teams. - Recommend
product refinements, re-pricing or re-packaging based on
performance,
customer feedback and market developments. - Ensure
that product features and pricing remain competitive and aligned to
strategic
objectives.
7. Customer Journey & Experience
- Own
and continuously improve the client journey for products within the
assigned Line
of Business (GI Kenya including regional GI entities and Life in Kenya & Uganda). - Work
with Marketing and Customer Experience teams to enhance the look, feel
and
positioning of Britam’s product offerings. - Champion
customer centricity in all product and process design decisions.
- In
addition, the Life Specialist will provide subject matter expertise on
NILAS and Life products for Kenya and Uganda, while the GI Specialist will
provide similar support for GI Kenya, Britam Connect and regional GI
entities
Knowledge, experience and qualifications required
- University
Degree in Actuarial Science – or other highly numerate subject
areas.
- Good
progress in the Institute and Faculty of Actuaries examinations or any
equally recognized professional actuarial body (attempted and passed at
least 8 actuarial exams).
- At
least 3 years of experience in an actuarial or product development
function in a very busy office.
- Experience
across product lines preferred, i.e. life and non-life.
- Proven
experience working across functions and with multiple stakeholders.
- A
keen eye for innovation in the insurance and financial services space is
preferred.
Actuarial Analyst at Britam
Actuarial Analyst – (26000009)
Job Purpose:
To provide actuarial support to the assigned LOB and
participate in overall risk management for the company.
Key responsibilities:
- Select
appropriate reserve calculation method and calculate reserves.
- Provide
analysis to support the renegotiation of the existing contracts.
- Provide
input in product development for the LOB.
- Provide
inputs into product pricing and setup in the actuarial pricing and
valuation system.
- Review
and monitor experience on all products to inform decision making including
profit testing of existing products.
- Provide
comprehensive actuarial reports to the business each quarter and highlight
key issues on an ongoing basis including solvency and capital monitoring.
- Address
all areas raised by the IRA in their risk inspection and continue to
highlight emerging risks.
Knowledge, experience and qualifications required:
- University
Degree in actuarial science, statistics, engineering, mathematics,
physics, economics or related field with strong emphasis on mathematical
proficiency.
- 2-4
years’ experience in a similar position.
- Progress
in Institute of Actuaries examinations
Full stack Developer at Britam
Full stack Developer (1 Year Fixed – Term Contract) – (25000052)
Job Purpose:
We are looking for a talented Full Stack Developer to join
our Engineering Team. You will be responsible for building user-friendly,
high-performance and scalable web applications. The ideal candidate has strong
proficiency in React.js and related frontend technologies, with a keen eye for
detail, UI/UX and modern web best practices. Also strong proficient in backend
development in spring boot and Go lang.
Key Responsibilities:
- Develop
responsive, interactive, and accessible user interfaces using React.js.
- Design
and develop the application backend using Spring boot and Go.
- Collaborate
with designers, backend engineers, and product managers to implement new
features.
- Optimize
applications for maximum speed, performance, and scalability.
- Write
clean, maintainable, and well-documented code following best practices.
- Develop
and integrate with backend APIs (REST/GraphQL) and manage application
state effectively (Redux, Context API, or other state management
libraries).
- Ensure
cross-browser compatibility and mobile responsiveness.
- Participate
in code reviews, sprint planning, and agile ceremonies.
- Troubleshoot,
debug, and resolve frontend issues in a timely manner.
Qualifications and Experience:
- Bachelor’s
degree in Computer Science, Software Engineering, or equivalent
experience.
- Strong
proficiency in JavaScript (ES6+), React.js, and frontend development.
- Strong
proficiency in Spring Boot and Go Lang.
- Familiarity
with Azure service bus.
- Experience
in building large enterprise applications.
- Experience
with HTML5, CSS3, and modern CSS frameworks (Tailwind, Material UI,
Bootstrap, etc.).
- Familiarity
with state management (Redux, Zustand, Recoil, Context API, etc.).
- Experience
integrating with REST APIs and GraphQL.
- Understanding
of version control systems (Git/GitHub/GitLab).
- Knowledge
of frontend build tools and bundlers (Webpack, Vite, Babel, etc.).
- Strong
problem-solving and debugging skills.
Preferred Skills:
- Experience
with Next.js or other SSR/SSG frameworks.
- Experience
with spring boot and Go.
- Familiarity
with TypeScript.
- Experience
in testing frameworks (Jest, React Testing Library, Cypress, Playwright).
- Knowledge
of performance optimization techniques (lazy loading, code splitting,
caching).
- Understanding
of CI/CD pipelines and DevOps practices.
- Exposure
to design tools (Figma, Adobe XD, Sketch).
Investment Analyst at Britam
Job Purpose:
Undertaking research across asset classes to inform
investment decisions.
Key responsibilities:
- Create
financial models to determine fundamental value of prospective listed and
unlisted investment opportunities and recommend investment decisions.
- Conducting
market research across industries and collect, tabulate and synthesize
available market information to support research that will optimize the
returns of client funds.
- Perform
credit analysis of various debt security issuers and giving fixed income
investment recommendations.
- Derive
capital market expectations for various asset classes and present
recommendations based on Macro Economic research at Investment Committee
and Investment strategy meetings.
- Present
and support proposed changes in investment targets at security selection
meetings, based on intrinsic value derived from financial modelling.
- Support
the fund management team in developing, launching and distributing new
products and enhancing existing products.
- Prepare
and present investment reports to internal and external clients.
- Support
Britam Group Investment teams in the region through top-down investment
research.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in Commerce, Economics, Statistics or related field.
- At
least 2 years’ experience in a similar position.
- Significant
progress in a recognized professional investment certification such as CFA
or ICIFA.
Reinsurance Associate at Britam
Job purpose:
The job holder shall assist in looking after the various
reinsurance arrangements including treaty and facultative reinsurance
protection for all classes of business written by the company.
Assist in implementation of the company’s reinsurance
programme based on overall company’s objectives and maintain a business
relationship with the Company’s underwriting and finance department and with
the local, regional and international reinsurance market.
Key responsibilities:
- Assist
Analyse the risks accepted and ensure risks are ceded properly.
- Assist
in ensuring that all acceptances are protected by proper reinsurance
arrangement on a back to back basis without any gaps in risks
accepted and reinsurance protection availed.
- Obtain
all necessary underwriting information required to place the risk in the
local reinsurance market.
- Assist
in arranging proper reinsurance protection as and when
required.
- Place
reinsurance directly to the market or through the broker whether on
facultative or any other basis depending on the need of the
situation.
- Assist
in the administration of the reinsurance program.
- Ensure
timely submission of closing and accounting documents as well as for
settlement of premium recovery of claims from reinsurers.
- Ensure
accuracy of reinsurance contract with reference to original terms at which
reinsurance is accepted.
- Maintain
efficient communication lines between the company and brokers.
- Prepare
reinsurance underwriting and claims statistics on a regular basis and
update the same at periodic intervals as per requirement.
- Prepare
reinsurance payments/recoveries relating reinsurance premium,
commissioning and claims.
- Premium
adjustments and returns preparation for approval
- Preparation
of all monthly Reinsurance Reports
- Assist
the underwriting team in managing Reinsurance cards preparation
- Reinsurance
system parameter set up and continuous improvements;
- Ensure
prompt claims recovery
- Liaise
internally with other members of the team to ensure effective and
efficient execution of client’s requests
- Delegated
Authority: As per the approved Delegated Authority Matrix
- Perform
any other duties as may be assigned from time to time
Knowledge, experience and qualifications required
- Business
related University Degree – insurance, statistics, accounts
preferred
- Professional
Insurance qualification, (CII OR IIK) – progress
- Must
have a minimum of 3 years’ experience in the
reinsurance field.
- Knowledge
of Reinsurance Treaty, Facultative wording and Reinsurance Slips
preparation a must
Branch Manager – Naivasha at Britam
Job purpose:
The role holder will be responsible for providing overall
leadership to all Financial Advisors in the Branch in delivering set production
targets in all lines of business by recruiting unit managers, market
identification and deepening, managing performance and productivity of
financial advisors in line with cascaded company strategy.
Key responsibilities:
- Quality
recruitment, selection and retention of productive Unit Managers and
Financial Advisors.
- Sales
planning that achieves production targets in Ordinary Life and other lines
of business.
- Meeting
the set persistency levels of life business and retention targets for
other lines of business.
- Performance
management and supervision to drive and meet targets across all product
lines.
- Provide
one-to-one coaching, mentoring and motivation to members of their teams
and ensure that they effectively implement strategies and agreed action
plans.
- Selling
of Life Products and other company products as targets prescribe.
- Conducting
trainings on company products, processes, sales and soft skills to achieve
results.
- Market
segmentation and opening of markets for financial advisors to secure
business.
- Relationship
management and providing effective customer service to both prospective
and existing customers.
- Preparing
sales and other management reports as required from time to time.
- Manage
the branch office and branch staff as per the company and HR policies and
procedures.
- Perform
any other duties as may be assigned by the Management.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in a Business- related field.
- Minimum
3 years’ experience in Life Insurance. Branch and Unit Management is an
added advantage.
- Relevant
professional qualifications in COP. However, certification or proof of
study in ACII, AIIK or CIM is an added advantage.
- Business
Leader Competencies as outlined below:
Essential Competencies:
- Leading
and Supervising: Provides team with a clear direction based on the
overall strategy and objectives of the department; motivates and empowers
others with a clear sense of purpose. Creates a positive climate that
fosters learning and development; acknowledge high potential talent within
the team; sets and articulates the vision and values through own personal
behavior.
- Persuading
and Influencing: Gains clear agreement and commitment from other;
promotes the departmental strategy and objectives during team
conversations; promotes ideas on behalf of the team and or department;
makes a strong personal impact on others; takes care to manage the team’s
impression and brand on others.
- Presenting
and Communicating Information: Speaks fluently; expresses
opinions, information and key points of an argument clearly; responds
quickly to the needs of an audience and to their reactions and feedback;
projects credibility.
- Adhering
to Principles and Values: Upholds ethics and values; demonstrates
integrity; encourages team and individual responsibility towards the
community and the environment.
- Analyzing: Analyses
numerical data and all other sources of information, to break them into
component parts, patterns and relationships; probes for further
information or greater, understanding of a problem; makes rational
judgements from the available information and analysis; demonstrates an
understanding of how one issue may be a part of a much larger system.
- Planning
and Organizing: Sets clearly defined team objectives; plans activities
and projects well in advance and takes account of possible changing
circumstances; identifies and organizes resources needed to accomplish
tasks; manages time effectively and monitors team performance against
deadlines and milestones.
- Delivering
Results and Meeting Customer Expectations: Focuses on customer
needs and satisfaction; sets high standards for quality and quantity;
monitors and maintains quality and productivity; works in a systematic
methodical and orderly way; consistently achieves projects goals.
Software Developer Attaché (3 Positions) at Britam
Software Developer Attach̩ (3 Months Contract) Р(25000053)
Job Purpose and Key responsibilities
Job Purpose:
Work within Betalab under the Partnership and Digital
department to identify requirements, design and develop solutions (database
design, workflows, user/data interfaces, integrations) and offer technical
support for Betalab solutions.
Key responsibilities:
- Champion
the development of digital solutions by carrying out business analysis,
designing end user testing documents, collaborating with internal and
external parties to carry out user testing.
- Work
with developers to design algorithms and flowcharts.
- Design
and development of front-end tier(s), middle tier(s), and /or back-end
database tier(s) for business applications.
- Perform
the necessary technical design and development functionality to ensure
that business application systems can be effectively developed and
implemented.
- Enhance
and create user and system documentation as needed.
- Perform
data modelling to analyze and specify data structures within an
application system.
- Developing
database objects and structures for data storage, retrieval and reporting
according to specifications.
- Produce
clean, efficient code based on specifications.
- Integrate
software components and third-party programs.
- Verify
and deploy programs and systems.
- Troubleshoot,
debug and upgrade existing software.
- Gather
and evaluate user feedback.
- Capturing
of business applications information needs and mapping of the same to the
software and /or database components.
- Research
and provide input on design approach, performance and base functionality
improvements for various procedures and applications.
- Generation
of ideas to improve efficiency in software and application services
offered to the business, and/or generate revenue for business.
Knowledge, experience, and qualifications required:
- Degree
in Computer Science or technical-related field from an accredited
institution.
- Familiarity
with Agile development methodologies.
- Development
experience with any modern programming tools/Platforms e.g. .NET, Java,
Ruby, PHP.
- Development
experience with Spring boot and React or Angular Framework.
- Certified
Solution Developer/ Architect e.g. Java, Microsoft is an added advantage.
- Experience
in applications development, which includes system customization and
report designs.
- Experience
with RDMS preferably MS SQL Server, Oracle, MySQL, Sybase, and Informix.
Case Management Officer at Britam
Case Management Officer
Job purpose:
To oversee and coordinate all pre-authorization, admission,
discharge, and care coordination activities, ensuring quality patient care
while managing medical costs and provider relationships effectively.
Key responsibilities:
- Oversee
medical case management and pre-authorizations.
- Ensure
timely and appropriate approvals for inpatient and outpatient services.
- Collaborate
with hospitals, TPAs, and providers to ensure quality care delivery.
- Monitor
and track high-cost cases, chronic illnesses, and frequent claimants.
- Offer
clinical guidance to underwriters and claims analysts on complex cases.
- Train
and mentor staff and ensure process adherence.
- Maintain
and update provider tariff lists and treatment protocols.
- Support
fraud detection and provider performance reviews.
- Stay
updated on industry trends, emerging risks, regulatory changes, and new
technologies that could affect underwriting practices.
- Deliver
on performance requirements as defined in the departments’ strategy map,
balanced scorecard and Personal Scorecard.
- Perform
any other duties as may be assigned from time to time
Knowledge, experience and qualifications required:
- Bachelor’s
Degree or Diploma in Nursing, Clinical Medicine, or related health field.
- 2-4
years’ experience in medical case management in the insurance sector.
- Strong
clinical knowledge and experience managing medical claims or provider
relations.
- Excellent
communication and decision-making skills.
- Ability
to work under pressure and coordinate with multiple stakeholders.
- Experience
in customer, market and competitor understanding.
- Knowledge
of Insurance regulatory requirements.
Branch Manager -Embu at Britam
Job purpose
The role holder will be responsible for providing overall
leadership to all Financial Advisors in the branch in delivering set production
targets in all lines of business by recruiting unit managers, market
identification and deepening, managing performance and productivity of
financial advisors in line with cascaded company strategy.
Key Responsibilities:
- Quality
recruitment, selection and retention of productive Unit Managers and
financial advisors.
- Sales
planning that achieves production targets in Ordinary Life and other lines
of business.
- Meeting
the set persistency levels of life business and retention targets for
other lines of business.
- Performance
management and supervision to drive and meet targets across all product
lines.
- Provide
one-to-one coaching, mentoring and motivation to members of their teams
and ensure that they effectively implement strategies and agreed action
plans.
- Selling
of Life Products and other company products as targets prescribe.
- Conducting
trainings on company products, processes, sales and soft skills to achieve
results.
- Market
segmentation and opening of markets for financial advisors to secure
business.
- Relationship
management and providing effective customer service to both prospective
and existing customers.
- Preparing
sales and other management reports as required from time to time.
- Manage
the branch office and branch staff as per the company and HR policies and
procedures
- Perform
any other duty assigned by the Management
Knowledge, experience and qualifications required:
- A
business-related degree is a minimum requirement.
- Minimum
3 years’ experience in Life Insurance. Branch and Unit Management added
advantage.
- Relevant
professional qualifications in COP. However, certification or proof of
study in ACII, AIIK or CIM will be an added advantage.
Senior Corporate Sales Executive (Broking) at Britam
Job Purpose:
Drive the growth of brokers business to meet set annual
premium targets through managing brokers production channel sales targets.
Reporting to the Business Development Manager, the incumbent will drive
increase in Britam business by growing and retention of customers.
Key responsibilities:
- Secure
new GI business through insurance brokers.
- Retain
existing GI business as per set objectives.
- Maintain
excellent customer service to insurance brokers and clients.
- Service
existing business and resolve customer complaints.
- Follow
up on renewals for general insurance business.
- Forward
proposal forms/risk notes to underwriting department.
- Follow
up premium collections for GI clients.
- Prepare
weekly and daily reports as required.
- Undertake
initial underwriting in accordance with set guidelines to ensure sound
acceptance of risk.
- Respond
to customer and client inquiries.
- Follow
up on commissions and claims issues emanating from insurance brokers.
- Recruitment
of insurance brokers as per set objectives.
- Continuous
execution of initiatives and strategies per market to ensure meeting of
set objectives and reviewing them where need be.
- Training
of insurance brokers on general insurance products and submitting training
schedules to supervisors.
- Use
authorized incentive scheme to bring in new business through training
intermediaries on the same and marketing it.
- Creating
strategic partnerships with insurance brokers for maximum business
support.
- Sharing
of market intelligence with supervisor.
- Work
closely with underwriters and managers and other lines of business to
achieve set objectives.
- Perform
any other duties as may be assigned from time to time.
- Delegated
Authority: As per the approved delegated authority matrix.
Knowledge, experience and qualifications required:
- Bachelors’
degree in a business related field.
- Professional
qualification in Insurance (DIP ACII, DIP IIK, ACII, IIK).
- 2 – 4
years relevant experience in the insurance industry.
Innovations & CVC Specialist (9 Months Fixed Term Contract) at Britam
To design and establish a comprehensive framework enabling
the Innovation Lab to transition to a high-impact Corporate Venture Capital
(CVC) unit. The consultant will operationalize the end-to-end startup journey,
including deal sourcing, screening, acceleration, investment approval,
portfolio management, and external capital raising, delivering on the
innovation and strategic investment agenda.
The role will also ensure that the CVC model is sustainable,
fully embedded in group strategy, and capable of driving measurable commercial
and innovation returns beyond the contract period.
Key responsibilities
CVC Operating Framework and Strategy
- Develop
and document the end-to-end CVC operating model, including investment
thesis, mandates, stage/gate processes, and governance.
- Align
CVC strategy with group innovation and commercial goals.
- Integrate
ESG and impact-investment principles into the CVC strategy to align with
corporate sustainability priorities.
Deal Sourcing and Startup Identification
- Design
and implement proactive startup scouting mechanisms (events, partnerships,
databases, inbound deal flows).
- Build
and maintain a startup pipeline in strategic domains relevant to the
group.
- Establish
relationships with key innovation hubs, accelerators, and industry
associations to expand sourcing reach.
Screening and Due Diligence Process
- Establish
and run multi-stage evaluation, including initial screens, technical and
business due diligence, and deep dives.
- Lead
preparation of investment memos, including market analysis, impact
alignment, financial projections, and risk assessments.
- Implement
standardized scoring criteria to ensure consistent and objective
investment decisions.
Accelerator/Startup Support
- Define
and deliver frameworks for venture acceleration—tailored support,
mentorship, workshops, and networking.
- Co-create
founder toolkits and facilitate founder-readiness assessments.
- Track
and report on venture performance metrics during acceleration.
- Embed
measurable post-acceleration follow-up plans to sustain growth and
integration opportunities with the group.
Investment Approval and Capital Deployment
- Prepare
and present cases to the investment committee.
- Manage
the governance process around funding approval and closing.
- Support
transaction execution, investment documentation, and post-deal onboarding.
- Ensure
legal, compliance, and IP protection considerations are fully addressed in
all transactions.
Portfolio Management and Value Creation
- Set up
monitoring, reporting and support systems for CVC portfolio startups (KPIs
on traction, product, finance, people).
- Coordinate
ongoing value-add: commercial pilots, partnerships, introductions, and
operational support.
- Identify
portfolio needs for follow-on funding or growth capital.
- Create
structured exit readiness and liquidity event strategies to maximize
portfolio returns.
External Capital Raising
- Identify
and engage with co-investors, VC funds, DFIs, and innovation financing
partners.
- Prepare
pitch materials, investor documentation, and facilitate due diligence for
external funding rounds.
- Position
the CVC unit as a credible co-investment partner in regional and global VC
ecosystems.
Team Enablement & Knowledge Transfer
- Train
internal team on CVC operations, investment best practices, and portfolio
support.
- Deliver
process manuals, toolkits, and playbooks for ongoing institutionalization.
- Establish
clear succession and handover plans to ensure CVC capability continuity
post-contract.
Stakeholder Management & Reporting
- Interface
with group executives, business unit sponsors and senior management to
ensure CVC alignment.
- Deliver
periodic progress updates, impact reports and lessons learned to key
stakeholders.
- Create
board-level dashboards to visualize CVC performance, portfolio health, and
capital deployment status.
Knowledge, experience and qualifications required
- Education:
Bachelor’s degree in Business, Finance, Engineering, or related field;
advanced degree preferred.
- Experience:
8+ years in venture capital, CVC, startup advisory, or innovation
consulting.
- Hands-on
operational experience in startup investments, acceleration, and portfolio
management.
- Certification:
CFA, CAIA, or similar professional credentials desirable.
Systems Support Analyst – Re-Advertisement at Britam
Systems Support Analyst – Re-Advertisement – (25000016)
Key Responsibilities:
- Configure
and/or customize business applications to meet business requirements using
various
database and software tools. - Assist
in presentations of system functionality to new users and departments.
Drives systems
adoption by business users. - Enhance
and create user and system documentation as needed.
- Work
directly with the IT support personnel and teams to resolve issues
identified and escalated during daily operations.
- Perform
the necessary technical design and development functionality to ensure
that business
application systems can be effectively developed and implemented. - Design
and development of front-end tier(s), middle tier(s), and /or back-end
database tier(s) for business applications.
- Capturing
of business applications information needs and mapping of the same to the
software
and /or database components. - Perform
data modelling to analyze and specify data structures within an
application system.
- Developing
database objects and structures for data storage, retrieval and reporting
according to specifications.
- Implementing
and testing database design and functionality and tuning for performance.
- Research
and provide input on design approach, performance and base
functionality
improvements for various procedures and applications. - Generation
of ideas to improve efficiency in software and application services
offered to the
business, and/or generate revenue for business. - Delegated
Authority: As per the approved Delegated Authority Matrix.
Qualifications & Experience:
- Degree
in Computer Science or a technical-related field.
- 4 – 6
years experience in applications development, which includes system
customization,
support and report designs. - 2
years’ experience with RDMS preferably MS SQL Server, Oracle and MySQL.
- Certified
in IT.
- Know
data analysis and analytics, Mobile infrastructure, Internet technologies,
e-commerce and e-payment technologies.
- Experience
in process automation using robotics.
- Previous
experience in a financial/insurance institution will be an added
advantage.
- Membership
to relevant IT bodies
Business Analyst at Britam
Business Analyst – (25000040)
Job Purpose:
Work within the Operations function under the guidance of
the Head of Operations to identify technical, process, and product
requirements, and align them to the business transformation strategy of the
organization for implementation. The Business Analyst will focus on analyzing
and optimizing claims, client service, and operational processes, while
supporting digital initiatives to improve efficiency, reduce costs, and enhance
customer satisfaction. The role will also work closely with the Assistant Manager –
Claims, product managers, and project teams to implement solutions that address
customer complaints, inefficiencies, and operational gaps.
Key responsibilities:
- Liaise
with business units (Claims, Underwriting & Client Operations) to
capture business requirements and produce clear Requirement Specifications
& Use Cases.
- Conduct
workshops with stakeholders to validate requirements and secure alignment
across business units and management.
- Analyze
claims processes and customer touchpoints to identify inefficiencies,
delays, and gaps contributing to complaints or losses.
- Recommend
and design process improvements and automation solutions to enhance
turnaround times and service quality.
- Verify
and approve design solutions and test cases to ensure business
requirements are fully met.
- Consolidate
and harmonize business requirements across operations to create synergies
and avoid duplication.
- Provide
business case input, including financial details, prioritization, and
impact analysis for proposed initiatives.
- Support
IT and project teams in implementing process and system changes, ensuring
compliance with regulatory requirements.
- Conduct
high-level analysis of change requests and classify them into products or
architecture domains.
- Verify
that requirements are testable and generate testing objectives,
strategies, plans, and scripts.
- Review
vendor test plans and ensure solutions meet business requirements.
- Support
User Acceptance Testing (UAT) by reviewing and validating end-user test
cases and results.
- Develop
standardized documentation for requirements, use cases, test cases, and
process improvements.
- Monitor
post-implementation performance of solutions to ensure they deliver the
intended benefits.
Knowledge, experience, and qualifications required
- Degree
in Computer Science or technical-related field from an accredited
institution
- Familiarity
with Agile development methodologies
- Excellent
communication, stakeholder engagement, and report writing skills.
- Knowledge
of business strategy and of business implications of IT/Service solutions
roadmaps.
- Strong
analytical, problem-solving, and process mapping skills.
- Business
analysis skills and Knowledge of the software development and
implementation cycle
Claims & Client Operations Manager at Britam
Claims & Client Operations Manager – (25000042)
Job Purpose:
The Claims and Client Operations Manager is responsible for overseeing and
controlling the end-to-end claims process, including design, data entry,
vetting, approvals, and payments, while ensuring exceptional client
relationship management within the segment. The role is tasked with designing
and implementing innovative initiatives to enhance customer satisfaction and
retention, participating in departmental product development efforts, and
driving claim cost-control measures. This position plays a key role in ensuring
operational efficiency, service excellence, and alignment of claims processes
with the company’s strategic objectives.
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions.
with clients. - Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements.
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
Ensure claims made by the clients are complete in form and complies with the documentary requirements of an insurance claim. - Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills.
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Claims & Client Operations Manager at Britam
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions with clients.
- Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
- Ensure
claims made by the clients are complete in form and complies with the
documentary requirements of an insurance claim.
- Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Claims & Client Operations Manager at Britam
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions with clients.
- Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
- Ensure
claims made by the clients are complete in form and complies with the
documentary requirements of an insurance claim.
- Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Accounts Assistant at Britam
Job Purpose:
To manage property and facilities finance operations,
focusing on tenant billing, receivables, reconciliations, and fund accounting
support, while ensuring compliance with Britam Asset Managers’ financial
procedures and controls.
Key responsibilities
- Tenant
Billing: Raise and manage invoices for rent, service charge, parking, and
letting fees.
- Utility
Billing: Prepare and process monthly electricity billing.
- Receipting
and Reconciliation: Record and reconcile tenant payments.
- Receivables
Management: Maintain updated receivables schedules and ensure timely
collection.
- Account
Statements: Prepare and distribute tenant account statements.
- Process
Payments: Process payments for facilities and property-related expenses.
- Fund
Accounting Support: Provide assistance to the Fund Accounting team as
required.
- Performs
any other duties as required
Knowledge, experience and qualifications required
- Certified
Public Accountant of Kenya Finalist or equivalent.
- Bachelor
of Commerce (Accounting) or its equivalent
- 3-4
years’ experience in busy finance environment preferably in real estate or
serviced apartments.
Business Development Executive (Trust Consultant) – Britam Trust Services – (2500001Z)
Job Purpose:
The job holder will be responsible for; new business sales and trust fund
business retention in the Britam Trust Services distribution channels and
target markets assigned to them.
Key responsibilities:
Business Development Responsibilities:
Growth of revenue for Britam Trust Services through various
BD initiatives such as:
- Identify
new business opportunities on an ongoing basis, in traditional and
non-traditional sectors, and subsequently formulate plans for profitable
business.
- Grow
Distribution Channel – train, grow, support, engage and maintain good
business partnerships with various intermediaries and aggregators such as
Britam sales network, brokers, independent agents and other business
partners ensuring win-win situations that will attract and enhance
retention of business.
- New
business acquisition – actively participated in organizing market
activations, webinars, engagement forums and seminars, prepare and submit
proposals, and other activities to generate new business and support in
accurate onboarding of new clients.
- Participate
in networking initiatives, conduct sales pitches and other activities for
leads generation in various capacities including cross selling and
collaboration with other business development and relationship teams to
get and convert leads for new business.
- Maintaining
regular engagements with intermediaries and other business partners
through trainings, meetings and other mediums to ensure sustained growth
of business.
- Monitoring
production figures on a daily, weekly and monthly basis to ensure
production is in line with targets and strategic goals.
- Participate
in business retention initiatives for organic growth of BTS business.
Product Development Responsibilities:
- Participate
in creation and roll out new products, new initiatives for growth of
business.
- Participate
in development and implementation of structured processes of Britam Trust.
- Regularly
liaising with and getting feedback from relationship, BD, CX, branch and
retention teams and clients to develop products that leverage the
competitive edge.
- Participate
in providing insights through market intelligence and periodically
reviewing existing products to enhance their quality.
- Participate
in reviewing and updating product BTS write-ups & training manuals.
- Implementation
and adoption of all risk and compliance policies, procedures and
requirements as required in business trust services.
Client Relationship Management Responsibilities:
- Attend
meetings and engage intermediaries and clients to maintain good
relationships.
- Organizing
and conducting regular client & intermediary visits to enhance strong
relations and business retention.
- Respond
to client queries or complaints urgently to ensure all client
satisfaction.
- Offering
free trust and estate planning consultations/advisory to increase product
knowledge e.g. financial literacy/wellness sessions for employees and
potential clients.
- Preparing
and presenting quarterly reports for review by relevant decision makers
e.g Trustees and/or Employers through HR department.
- Assist
to develop and enhance IT systems, self-service and correspondence IT
platforms.
- Assist
in training various teams e.g. new staff, customer experience, contact
center, BD team and intermediaries on products and work procedures for
effective client service.
Strategy & Marketing Responsibilities:
- Developing
attractive sales aids tools (brochures, videos, presentations, write-ups,
online ads etc) in collaboration with marketing team to create interest by
communicating clients’ needs in an easy to understand & effective
manner.
- Participate
in implementation and execution of strategic marketing plans.
- Participate
in developing rewards and pricing strategies in consultation with the
Manager to meet objectives.
- Preparing,
in liaison with the Manager BD and Client Relation, periodic reports,
pipelines and annual reports showing achievements against targets as well
as provide justification for performance variances and areas of
improvement.
- Analyzing
marketing expenditure and sales revenue financial data and developing
effective strategies to attain optimal business costs and sales revenue
balance in order to attain company profitability objectives.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in Law.
- Society
of Trust and Estate Practitioners (STEP) will be an added advantage.
- 3
years’ experience in business development in legal or financial services
sector.
- Self-motivated,
positive attitude, attention to details, can work under minimal
supervision and is performance oriented and customer service orientated.
- Good
relationship management, communication, interpersonal and analytical
skills.
- Excellent
presentation skills to both individuals and large audiences.
- Knowledge
of industry regulatory requirements and related pension and insurance
products.
- Strong
integrity and ability to uphold confidentiality.
Systems Support Analyst (1 Year Fixed-Term Contract) Re-Advertisement – (2500002H)
Job Purpose and Key responsibilities
Job Purpose:
To identify business requirements and develop solutions (database design,
workflows, user/data interfaces, integrations) and design, development, and 2nd
line support of business Applications, ranging from user analysis, design, and
development to implementation and maintenance.
Key Responsibilities:
- Configure
and/or customize business applications to meet business requirements using
various database and software tools.
- Assist
in presentations of system functionality to new users and departments.
Drives systems adoption by business users.
- Enhance
and create user and system documentation as needed.
- Work
directly with the IT support personnel and teams to resolve issues
identified and escalated during daily operations.
- Perform
the necessary technical design and development functionality to ensure
that business application systems can be effectively developed and
implemented.
- Design
and development of front-end tier(s), middle tier(s), and /or back-end
database tier(s) for business applications.
- Capturing
of business applications information needs and mapping of the same to the
software and /or database components.
- Perform
data modelling to analyze and specify data structures within an
application system.
- Developing
database objects and structures for data storage, retrieval and reporting
according to specifications.
- Implementing
and testing database design and functionality and tuning for
performance.
- Research
and provide input on design approach, performance and base functionality
improvements for various procedures and applications.
- Generation
of ideas to improve efficiency in software and application services
offered to the business, and/or generate revenue for business.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
Key Performance Measures:
As described in your Personal Scorecard.
Knowledge, experience and qualifications required
- Degree
in Computer Science or a technical-related field.
- 4 – 6
years experience in applications development, which includes system
customization, support and report designs.
- 2
years’ experience with RDMS preferably MS SQL Server, Oracle and MySQL.
- Certified
in IT.
- Know
data analysis and analytics, Mobile infrastructure, Internet technologies,
e-commerce and e-payment technologies.
- Experience
in process automation using robotics.
- Previous
experience in a financial/insurance institution will be an added
advantage.
- Membership
to relevant IT bodies.
Talent & Capability Associate at Britam
Job Purpose:
- This
role supports the company’s human resource strategy by assisting in talent
acquisition, learning & development and performance management. The
incumbent will help source and engage potential candidates while
contributing to the implementation and evaluation of development programs.
- Key
responsibilities include providing administrative and logistical support
for talent acquisition efforts, ensuring a positive experience for
candidates and hiring managers. The role will also involve assisting the
learning and development team with various tasks to support HR functions.
- Additionally,
the role holder will provide support to employees and line managers in the
performance management process, helping to address system-related
inquiries and ensuring smooth operations. This position is an excellent
opportunity to gain hands-on experience in HR and contribute to the growth
and development of talent within the organization.
Key responsibilities:
- Talent
Acquisition
- Responsible
for attracting, evaluating, and hiring from a diverse pool of recent
graduates and experienced talent.
- Support
to analyze and report on recruiting metrics.
- Implement
creative recruiting strategies to reach prospective applicants.
- Liaise
and maintain relationships with stakeholders (HRBPS & Line Managers)
to come up with recruitment & onboarding schedules.
- Ensure
a positive candidate experience for all applicants by responding to
inquiries from prospective applicants timely and professionally.
- Receive
and record job vacancy information from HRBPs.
- Act as
a point of contact and build influential candidate relationships during
the selection process.
- Utilize
and understand recruitment technology systems (i.e. Taleo).
- Support
in the implementation and management of HR systems.
- In
liaison with the HRBPs provide recruiting support in interviewing,
selection processes, offer management, process documentation, compliance
management, and status communication with candidates and hiring managers.
- In
liaison with the HRBPs, contribute to handling recruiting functions such
as interview management, correspondence, background screening processes,
pre-employment screening, offer letter preparation, and facilitation of
new hires.
- Onboarding
- Implement
the onboarding program for all new hires.
- Welcome
newly hired employees and ensure a great employee experience throughout
the onboarding journey by managing the end-to-end onboarding process.
- Prepare
and distribute onboarding welcome gifts.
- Craft
and send communication to the business with information about new staff
announcements (both in the regions and in country) and internal
appointments.
- Schedule
and co-ordinate onboarding presentations by liaising with different
facilitators in the various departments.
- Serve
as the primary point of contact for hiring managers and newly hired
employees.
- Acquiring
feedback on the onboarding process through the utilization of the
onboarding survey and constant use to improve the onboarding experience.
- Create
and launch the onboarding survey and ensure employee and manager
satisfaction.
- Learning
and Development
- To
support the development and implementation of all aspects of the
Organization’s training programs, policies, and objectives to develop and
maintain effective employee strength.
- Support
in the measurement of the total effectiveness of all learning and
development programs.
- Provide
proactive tactical support to the Learning Lead and the Head of Talent and
Capability.
- Support
the Learning Lead in the delivery of the annual training calendar to key
stakeholders.
- Organize
and Co-ordinate ongoing training and development activities.
- Maintain
knowledge of learning and development, instructional design trends and
developments, and understands how evolving technologies and trends should
impact the design of instruction.
- Performance
Management
- Coordinate
performance review schedules and communications.
- Support
employees and managers with tools and processes.
- Track
progress and ensure timely completion of reviews.
- Maintain
accurate performance data and generate basic reports.
- Assist
in goal-setting, feedback collection, and review logistics.
- Ensure
confidentiality and compliance with HR policies.
- Talent
Management
- Supports
in the implementation of the talent management frameworks including
succession management to consistently identify and assess talent by
leveraging best practices in approach and delivery.
- Support
in reporting Talent Management, its progress and impact to both the
business and the HR Team.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in a Business related field
- Diploma
in Human Resource Management and / Certification in CHRP.
- Must
be a member of IHRM.
- 3- 5
years’ experience in generalist human resources management, experience in
supporting Talent Acquisition, Performance management and Learning and
development will an added advantage
- Excellent
interpersonal and communication skills.
- Able
to work effectively in a multicultural environment.
- Attention
to detail, organized, proactive and has the ability to prioritize skills
Intermediary & Client Service Assistant at Britam
Intermediary & Client Service Assistant – (2500003X)
Job Purpose and Key responsibilities
Job Purpose:
- Provide
support to Intermediaries and manage SME Pension Tier II relationships in
line with established service standards, ensuring quality and timely
service delivery. Key Responsibilities
- Provide
information and a premium service to Britam Intermediaries, on products
and services while delivering high quality service.
- Intermediary
Service Relationship support as per assigned Regions.
- Support
SME Tier II client portfolio management.
- Follow
up on Pension Tier II arrears & support timely receipting and posting
of premiums.
- Resolve
customer queries and complaints efficiently.
- Support
member education initiatives and conduct on-site client visits.
- Process
T-Pay requests
- Perform
policy audits for Ordinary life policies when requested.
- Processing
of claims & benefits under instructions of and in liaison with the
Manager, Intermediary Service.
- Investigate
and respond to all FA enquiries promptly within Intermediary Service
Channel within the set SLA’s
- Escalate
complex queries to the appropriate functional area
- Process
Intermediary Instructions according to the Delegation of authority matrix
within set SLA’s
- Maintain
an accurate record of all customer interactions in CRM through walkin
clients, phone calls, letters, FAs, emails and other customer
interactions.
- Implement
credit control policy and ensure that premiums are debited and collected
as required.
- Carry
out customer and product related document processing.
- Perform
any other duties as may be assigned from time to time
Knowledge, experience and qualifications required
- Bachelor’s
degree in a business related field (insurance option preferred)
- Progress
in Professional qualification in Insurance (ACII, FLMI or AIIK)
- At
least 0-2 year’s experience in the insurance industry or business related
field
- Experience
in customer service
Corporate Governance Associate – (2500003P) at Britam
Corporate Governance Associate – (2500003P)
Job Purpose:
Reporting to the Legal Manager, Corporate Governance, the
purpose of this role is to assist the Legal
Manager, Corporate Governance in the provision of support to
the corporate governance segment and
the effective management of governance and board matters.
Key responsibilities
- Support
the Legal Manager, Corporate Governance to ensure compliance with
Corporate
- Governance,
Board charter, Memorandum & Articles of Association, and all
Regulations and Legislation
- Liaison
with the various regulatory agencies, including but not limited to the
Capital Markets Authority, Retirement Benefits Authority & Insurance
Regulatory Authority.
- Ensure
that Board procedures are followed and reviewed regularly and that the
Board complies with the law, rules, regulations, and the Articles.
- Providing
secretarial services to the Board including ensuring that the Board Work
Plan is prepared and adhered to, circulating Board papers in advance
of meetings, keeping a record of attendance at meetings, and reporting to
the Board on the usage of the seal.
- Ensuring
that the Minutes of the Board and the Committees served by the Legal
Manger, Corporate Governance are promptly prepared and circulated.
- Manage,
collate and prepare all documentation and communications required for
general meetings.
- Updating
corporate registers and overseeing the audit of the company registers and
ownership structures.
- Maintaining
and updating the Board and Committee Charters.
- Support
the Legal Manager, Corporate Governance in coordinating the Governance
Audit process; changes in relevant legislation and the regulatory
environment and taking appropriate action.
- Assist
the to ensure compliance and that all annual returns and resolutions are
filed as required by the Companies Act in the various
jurisdictions.
- Assist
in the maintenance of the statutory registers and other Company records of
subsidiaries.
- Manage
the service level agreements in relation to the share registrar to ensure
satisfactory service and acting on the shareholder’s instructions.
- Assist
in managing the service level agreements in relation to the outsourced
company secretarial services in the Region.
- Assist
in preparing the Annual Group Board & Committees calendar for roll out
in the entire Group and assist in the preparation of the meetings.
- Assist
the Legal Manager, Corporate Governance to prepare board papers.
- Preparation
of minutes and extracting of various approved resolutions.
- Attend
to administrative arrangements for the Annual General Meetings and any
other shareholder meetings.
- Maintaining
and updating the register of Conflicts of Interest
- Provide
monthly reports on all Company Secretarial matters.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required
- A
Bachelor’s Degree in Law or a related field of study from a recognized
university. A postgraduate qualification in Law or business-related field
is an added advantage
- An
experienced certified/Company Secretary with technical knowledge and
experience gained within possibly a listed company of substantial size and
operations.
- An
advocate of the High Court of Kenya holding a valid practicing certificate
with over 3 years post-admission experience
- Experience
in regulatory or legal environments and contexts in highly regulated
industries.
- Detailed
knowledge of Company law and proven corporate governance experience of
Board and Committee meetings
- Working
experience in a corporate organization for 3-5 years in Company
Secretarial functions or roles.
Bancassurance Regional Relationship Officer at Britam
Job Purpose:
- The
role holder will be responsible for leading and managing bank branches’
regional relationships in the domiciled region, implements the specific
bank strategies at the regional level to ensure the company achieves its
corporate goals in terms of growth, profitability, customer service and
the set regional revenue targets. Also, to implement sales plans/actions
and identify new partnerships within the region for all lines of business.
Key responsibilities:
- Work
closely with the various bank branch staffs and insurance officers in the
region to support business acquisition from all lines of businesses (GI,
EMC, Life & Pension) and achieve the set targets.
- Analyse
regional expectations and provide insights back to the business to deliver
competitively on a product offering and or processes.
- Facilitate
knowledge sharing and trainings to various bank branches officers and
clients in the assigned regions.
- Ensures
Britam Products cross-selling takes place in new and existing business
across all bank partners in the regions.
- Plans
and executes exciting and innovative regional sales tactics.
- Assists
with regional implementation and repositioning of new product initiatives
and specific bank strategies agreed at the head office levels.
- Adhere
to regulatory/ compliance and internal procedures regarding bancassurance
businesses.
- Ensure
maintenance of a healthy sales pipeline that supports new business on
boarding.
- Clearly
understands sales targets set, influences, and drives the achievement of
Bancassurance sales through optimal regional relationship management.
- Ensure
timely preparation of required presentations, sales pitches and product
benefits write up in the region.
- Provide
quotations as and when required by bancassurance intermediaries within set
out time frames.
- Ensure
premium payment for all closed sales are within the company’s set credit
control policy.
- Acquire
and retain profitable businesses in line with acceptable loss ratios and
Britam’s risk appetite.
- Perform
any other duties as may be allocated from time to time and should be
available for deployment to work from any of the six bancassurance
demarcated regions in Kenya.
- Relationship
building & sales management.
- Builds,
maintains, and sustain business relationships with the regional bank
partners’ teams, Business development officers, Credit officers,
Relationship Managers and Direct Sales teams.
- Active
management of relationships with all bank branch staffs to ensure smooth
running of the distribution channels in delivering targets.
- Integrate
well with all members of the team into a harmonious unit committed to the
team vision and direction within the team (Intra-team).
- Receptive
to constructive criticism, feedback and ideas from supervisors, business
partners, colleagues.
- Maintain
event calendars for all partners within the region to increase team
building and synergy.
- Ensure
that route maps and call trees are maintained to facilitate regular
engagement of officers within the region as shall be set out from time to
time.
- Applies
knowledge, resources, and experience to resolve problems.
- Ensure
relationship building with key customers and service providers within the
region.
- Ensure
that a record of all partners officers is maintained and regularly updated
to include location, telephone number and email address of the respective
officers in the region.
- Maintain
an activities tracker that ensures that all activities and initiatives are
well always tracked.
- Training
- Ensures
empowerment trainings on products and processes to our mutual bank
partners (Across all lines of businesses) takes place in the regions as
and when required.
- Ensures
that induction trainings are carried out for all new partner officers
within the region on Britam processes and procedures.
- Ensure
that customers are well appraised on the solutions taken up through
training, write-ups and after sales follow up for feedback.
- Reporting
- Ensure
that stipulated weekly and onthly reports are prepared and shared within
the agreed timelines and in the format stipulated.
- Ensure
monthly expense reports are prepared and submitted within the stipulated
processes and procedures.
Knowledge, experience, and qualifications required:
- Bachelor’s
degree in a business-related degree.
- At
least 3-5 years’ experience in a similar position.
- Progress
on any professional qualification i.e. AIIK.
Pension Revenue Operations Officer – (2500003I)
Job Purpose:
- Undertake
pension administration activities to support the achievement of business
unit plan
Senior Pension Fund Accounting & Compliance Officer – (2500003J)
Job Purpose:
- Undertake
pension administration activities to support the achievement of business
unit plan